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AMD leaps 26% after striking multibillion dollar deal with OpenAI
Invezz· 2025-10-06 19:23
Advanced Micro Devices Inc. (AMD) has announced a landmark partnership with OpenAI to deliver large-scale artificial intelligence infrastructure — a move the chipmaker says could generate tens of bill... ...
AMD stock surges 25% after AI infrastructure deal with OpenAI
Seeking Alpha· 2025-10-06 19:22
Advanced Micro Devices (NASDAQ:AMD) signed a pact with Microsoft (NASDAQ:MSFT)-backed OpenAI to roll out AI infrastructure under a deal that is expected to deliver tens of billions of dollars in revenue for AMD. Shares of AMD surged about 25% premarket on ...
OpenAI just gave AMD a big boost in the AI chip wars
Business Insider· 2025-10-06 19:16
AMD has agreed to a multi-billion-dollar partnership to supply its artificial intelligence chips to OpenAI. The multi-year deal, announced Monday, will see OpenAI deploy 6 gigawatts of AMD GPUs, with the first 1 gigawatt deployment set to begin in the second half of 2026."This partnership is a major step in building the compute capacity needed to realize AI's full potential," Sam Altman, cofounder and CEO of OpenAI, said in the Monday announcement. The move provides a significant boost to AMD against Nvid ...
美股异动丨AMD盘前飙升近24%,与OpenAI达成数百亿美元芯片协议
格隆汇APP· 2025-10-06 19:13
公司股价表现 - AMD盘前股价大涨近24%至203.7美元 [1] 公司与OpenAI的交易细节 - OpenAI与AMD签署价值数百亿美元的芯片交易 [1] - AMD将在为期四年的协议中向OpenAI提供数十万块人工智能芯片 [1] - 此交易预期可使AMD年营收增加数百亿美元 [1] - OpenAI获得AMD认股权证,允许其以每股1美分的价格收购该芯片制造商最多10%的股份 [1]
AMD美股盘前涨幅扩大至27%。
新浪财经· 2025-10-06 19:13
AMD美股盘前涨幅扩大至27%。 来源:滚动播报 ...
Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math' - NVIDIA (NASDAQ:NVDA)
Benzinga· 2025-10-06 19:05
Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.This caution comes as another major financial institution, Barclays, offers a more conservative outlook on Nvidia’s future revenue potential compared to CEO Jensen Huang‘s ambitious projections, commonly dubbed “Jensen’s Math.”Know all about NVDA’s fundamentals here. G ...
Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'
Benzinga· 2025-10-06 19:05
Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.This caution comes as another major financial institution, Barclays, offers a more conservative outlook on Nvidia’s future revenue potential compared to CEO Jensen Huang‘s ambitious projections, commonly dubbed “Jensen’s Math.”Know all about NVDA’s fundamentals here. G ...
AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
Globenewswire· 2025-10-06 19:00
News Highlights OpenAI to deploy 6 gigawatts of AMD GPUs based on a multi-year, multi-generation agreementInitial 1 gigawatt OpenAI deployment of AMD Instinct™ MI450 Series GPUs starting in 2H 2026 SANTA CLARA, Calif., Oct. 06, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) and OpenAI today announced a 6 gigawatt agreement to power OpenAI’s next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. The first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second ...
Back From Bankruptcy, Is the New Wolfspeed a Buy?
Yahoo Finance· 2025-10-06 19:00
Key Points Wolfspeed shares soared after the company emerged from bankruptcy. However, long-term shareholders were nearly wiped out. The company still has a nice opportunity in front of it but must prove its manufacturing issues are behind it. 10 stocks we like better than Wolfspeed › Wolfspeed (NYSE: WOLF) endured a tough stretch, but with the company emerging from bankruptcy, hope is anew. Its newly issued shares skyrocketed higher on their first day of trading, but investors who owned shares pr ...